Jensen Huang forecasts 70% revenue growth, doubled chip sales in 2027

NVIDIA CEO Jensen Huang delivered an aggressive outlook, forecasting 70% year-over-year revenue growth and a doubling of chip sales in 2027, targeting approximately $673 billion in annual revenue driven largely by sovereign-AI demand as nations build domestic compute. The company said its Vera Rubin NVL72 GPU cluster achieved 3.7x inference throughput gains in MLPerf and has entered full production, with shipments beginning fall 2026.

Huang paired the bullish numbers with an unusually direct stance on AI safety amid the week's misalignment disclosures, arguing that unfinished or unsafe systems should simply be delayed: 'If it's not ready, just hold it back.' The comment positions NVIDIA — the picks-and-shovels supplier that profits regardless of which lab wins — as a voice for pacing without the competitive stakes that make slowdown calls awkward for model labs like Meta and xAI, both of which publicly rejected slowdowns this same week.

NVIDIA also announced an AI Energy Management Alliance with Google and Emerald AI, addressing the power-consumption bottleneck that increasingly constrains AI expansion. Competitively, the revenue forecast is a statement that NVIDIA sees no demand cliff despite mounting market anxiety about an AI capex bubble and questions over whether hyperscaler cloud growth is peaking. Bears will note that a 70% growth forecast concentrated on sovereign-AI buyers depends on government budgets and geopolitical stability holding; bulls see the Vera Rubin production ramp as proof the compute flywheel is still accelerating. The energy alliance is a tacit admission that power, not silicon, may be the next binding constraint.